Cascade Financial Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Cascade Financial Partners’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$907K	Sell	3,020 -200	-6%	-$56.2K	0.08%	132
2026 Q1	$799K	Buy	3,220 +85	+3%	+$21.9K	0.08%	132
2025 Q4	$772K	Buy	3,135 +293	+10%	+$72K	0.08%	135
2025 Q3	$688K	Sell	2,842 -2,330	-45%	-$535K	0.08%	144
2025 Q2	$1.12M	Sell	5,172 -781	-13%	-$157K	0.13%	102
2025 Q1	$1.19M	Buy	5,953 +2,724	+84%	+$591K	0.15%	101
2024 Q4	$713K	Buy	3,229 +217	+7%	+$49.5K	0.09%	123
2024 Q3	$666K	Sell	3,012 -200	-6%	-$42.8K	0.08%	128
2024 Q2	$652K	Sell	3,212 -29	-0.9%	-$5.86K	0.09%	124
2024 Q1	$644K	Buy	+3,241	New	+$647K	0.09%	124

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cascade Financial Partners's IWM Position: Q2 2026 in Review

Cascade Financial Partners reduced its iShares Russell 2000 ETF (IWM) stake by 6.2% in Q2 2026, selling an estimated $56.2K and leaving 3,020 shares worth $907K. The position accounts for 0.08% of the portfolio, ranked #132.

Cascade Financial Partners first reported a position in IWM in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.19M in Q1 2025. 2,738 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Cascade Financial Partners held 3,020 shares of iShares Russell 2000 ETF worth $907K as of Q2 2026.
Cascade Financial Partners sold 200 iShares Russell 2000 ETF shares in Q2 2026, an estimated $56.2K.
iShares Russell 2000 ETF made up 0.08% of Cascade Financial Partners's portfolio in Q2 2026, its #132 holding.
Cascade Financial Partners first reported a position in iShares Russell 2000 ETF in Q1 2024 and has held it in 10 quarters since.
Cascade Financial Partners's iShares Russell 2000 ETF position peaked at $1.19M in Q1 2025.
2,738 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.